HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$739K 0.1%
15,110
127
$725K 0.1%
20,559
-200
128
$704K 0.1%
6,943
-67
129
$693K 0.1%
3,342
-150
130
$660K 0.09%
3,397
-249
131
$633K 0.09%
7,605
-694
132
$623K 0.09%
8,675
133
$621K 0.09%
6,426
-679
134
$600K 0.08%
18,425
-3,383
135
$597K 0.08%
2,452
-100
136
$564K 0.08%
10,194
+1,031
137
$535K 0.07%
4,212
-100
138
$535K 0.07%
2,214
139
$527K 0.07%
12,000
140
$511K 0.07%
31,094
141
$500K 0.07%
2,260
142
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3,912
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143
$487K 0.07%
11,969
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144
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11,064
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145
$482K 0.07%
3,455
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146
$466K 0.07%
5,776
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147
$463K 0.06%
7,308
-72
148
$461K 0.06%
2,173
-100
149
$454K 0.06%
12,599
+6,130
150
$446K 0.06%
3,212
4 5
6
7 8